Customer Success Specialist
Newman Group Search
Customer Success Specialist
Insurance Customer Success Specialist
Customer Success Specialist, Commercial Lines
We are working with a client who is seeking a Customer Success Specialist to manage a portfolio of commercial lines accounts from bind through renewal. The company is a fast-growing, AI-driven insurtech startup based in the Bay Area, serving small businesses across the United States. This role sits at the heart of the post-sale experience handling COIs, endorsements, renewals, and client inquiries while helping shape the systems that make world-class service scalable.
Key Responsibilities
- Manage multiple commercial accounts simultaneously, tracking renewals, open items, and client follow-ups across a full book of business
- Issue Certificates of Insurance (COIs) and process endorsement requests accurately and efficiently
- Review policies for accuracy at issuance and resolve errors before they reach the client
- Respond to client inquiries on coverage, billing, and claims with confidence and clarity
- Maintain clean, complete account records in a proprietary agency management system
- Coordinate with producers on renewals, remarketing, and new business support
- Identify recurring carrier or process issues and escalate them for upstream resolution
An active P&C license is required. This is a high-volume, fast-paced environment built around proprietary technology the right person is detail-oriented, adaptable, and genuinely comfortable learning new systems. Candidates from both independent agencies and direct writers are encouraged to apply.
Remote candidates are welcome, and on-site opportunities in San Francisco are also available at a higher compensation tier for candidates seeking an accelerated, high-intensity growth environment.
Newman Group Search is a member of the National Insurance Recruiter Association network and specializes in Commercial Risk & Insurance.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Customer Success Specialist in Alameda, CA vacancy
- ...of our community both now and into the future. Delight our Customers. Appreciate every interaction with our customers and find ways... ...the bar. About This Role Novir is looking for a Customer Success Specialist who will serve as the primary point of contact for assigned...SuggestedWork experience placementWork at officeFlexible hours
Novir
Emeryville, CA1 day ago - ...a highly motivated and talented individual to join our team as we build and transform our company. Job Description As a Customer Success Specialist, you will be responsible for ensuring a smooth and efficient transition for our new incoming clients, as well as maintaining...Suggested
Dascena Inc
Oakland, CA1 day ago - ...private channels. About The Opportunity We’re looking for a Customer Support Specialist who can problem‑solve on their feet, gather technical... ...Effectively follow up on open issues with customers or Customer Success and communicate the resolution Create and/or update client...SuggestedFlexible hours
- ...Join our team of Exceptional Customer Success Representatives! We’re looking for an energetic, professional Call Center Representative to join our growing remodeling company! If you thrive in a fast-paced environment, have a genuine desire to make a difference in...SuggestedPart timeWork at officeWeekend workDay shiftAfternoon shiftWeekday work
Bath Planet
Oakland, CA3 days ago - ...Everlaw is seeking an experienced Renewals Specialist to begin our journey toward a contract renewal center of excellence. You'll... ...relentless focus on the client experience. You'll partner with Customer Success Managers, Account Executives, Strategy and Operations, Legal...SuggestedFull timeContract workWork at officeLocal areaRemote workWork from homeVisa sponsorshipFlexible hours
Everlaw
Oakland, CA3 days ago $21 per hour
...Customer Service Representative California Check Cashing Stores, Oakland, CA As a Customer Service Representative (CSR), you'll... ...training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-...Hourly payFull timeTemporary workCasual workWork at officeLocal area$34.7 - $43.96 per hour
Summary SUMMARY: The AHD X-Ray Receptionist's primary responsibility is to cordially greet and receive radiology guests, ascertain their needs and appropriated directs visitors and callers. Schedules exams. Performs related duties as required. DUTIES...Work at officeShift workAlameda Health System
Alameda, CA5 days ago$69k
...to help others by providing guidance and solutions Strong verbal communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications Laptop or desktop computer with a working camera...Remote workWork from homeFlexible hoursHMG Careers
Alameda, CA5 days ago- Customer Success Representative Join our team of exceptional customer success representatives! The schedule for this position includes day shifts as well as weekends and weekday evenings, with hours extending until 9:00 PM. Bath PlanetWeekend workDay shiftAfternoon shiftWeekday work
- ...Domino's in Oakland, California is recruiting a full-time Customer Service Rep to manage customer interactions and maintain store operations... ...positions to management roles. A commitment to teamwork and a positive attitude are key to success in this role. #J-18808-Ljbffr...Full time
Domino's Pizza LLC
Oakland, CA1 day ago - ...and realize their dreams. We are located in Hayward, CA and help customers with their insurance and financial services needs, including:... ...you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and...Flexible hours
Kim Holland - State Farm Agent
Hayward, CA4 days ago $60k - $80k
...Representative - State Farm Agent Team Member for Kim Holland - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency...For contractorsWork at officeFlexible hours$25 - $28 per hour
Dental Patient Care Coordinator Do you take pride in helping patients feel cared for and welcome? As the first point of contact, this position is a valued part of our team. It sets the tone not just for our patients' experience, but for our day as well. Your presence at...Full timeMonday to FridayMitchell Family Dentistry
Alameda, CA13 hours ago$50.03k - $65.27k
...financial institution is hiring a Universal Banker in Berkeley, California. This entry-level position focuses on assisting with sales and customer service efforts while building customer relations and loyalty. Responsibilities include account openings, resolving service issues...Part time- ...the Inside Sales Representative provides excellent and friendly customer service, processes orders and invoices, and performs clerical... ...representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations...Work experience placementWork at officeLocal areaFlexible hours
- A leading home improvement retailer seeks a Pro Customer Service Sales team member in Emeryville, CA. This role involves assisting professional... ..., and providing tailored product knowledge to ensure project success. Team members will collaborate to maintain a safe and organized...
$20 - $22 per hour
...Overview Champion Window - Customer Support Specialist (on-site position) As a Customer Support Specialist, you will work with customer support concerns, including scheduling warranty appointments, ordering parts, and maintain customer records through the process of installation...Hourly payGreat Day Improvements
Oakland, CA2 days ago- ...MacDonald Co. Aftermarket Sales teams, inclusive of vendors and customers. The primary responsibility is to monitor data and reports,... ...i.e. FieldCentrix, Microsoft CRM and Microsoft Dynamics). The successful candidate must be organized and work proactively within the Sales...Full timeCasual workWork at officeMonday to FridayNight shift
Noel Group
Hayward, CA5 days ago - A leading sales enablement company in California is seeking a Retail Support Specialist to provide hands-on support to AT&T customers in high-traffic retail environments. This role includes resolving billing and account inquiries and requires strong communication and problem...Flexible hoursAfternoon shift
- ...A global leader in power transmission and industrial motion technology is seeking a Customer Service Representative in Hayward, CA. This role involves providing technical and sales assistance to customers, maintaining established sales activities, and ensuring exceptional...
SEW-Eurodrive
Hayward, CA1 day ago - ...As a Virtual Customer Care Specialist, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including: respond to customer inquiries via phone, chat, and email. troubleshoot basic issues and provide solutions. document...
TradeJobsWorkForce
Berkeley, CA4 days ago $25 - $30 per hour
...Product Specialist We are seeking an experienced, industry-savvy Product Specialist to serve as a go-to expert for our professional contractor and retail customer base. This elevated role goes well beyond standard customer service, you'll be a trusted advisor who draws...For contractorsWork at office- ...can transform your life, and the lives of others. GINM is looking for an enthusiastic, career-minded Retail Associate to assist our customers and support our mission, which is to provide skills training, job placement and social services to New Mexicans. GINM is a second...Work experience placement
Goodwillnm
Alameda, CA9 days ago $25 - $28 per hour
...X-rays, insurance information, and clinical notes are ready in advance. Qualifications Skills & Qualifications That Support Success in This Role Strong written, verbal, and telephone communication skills. Warm, patient-centered approach with the ability to...Hourly payFull time$60k - $65k
...The Account Coordinator provides high-level support to customers and the internal sales organization for preparation, processing... ...effective oral and written communication. Prior experience successfully managing multiple projects simultaneously in a fast-paced work...Work experience placementWork at officeInside Source
Alameda, CA1 day ago- ...manufacturing projects from initiation to completion, ensuring the successful execution of each project. You will oversee various assigned... ...to the projects that fall under the responsibilities of this customer team. Maintaining project documentation, communication of...Work at officeRemote work
LG&P Agency
Alameda, CA5 days ago - ...by a team of passionate experts, ByteBridge aims to achieve customer success through technology enablement, bridging technical gaps to help... .... About the Role We are seeking a Sales Operations Specialist to support the sales organization through efficient order processing...
$19 - $21 per hour
...Comfortable using handheld technology Attention to detail and commitment to accuracy Retail, stocking, merchandising, warehouse, customer service, cashier, delivery driver, gamer, athlete, coaches, and general labor experience are all valuable backgrounds for this...Hourly payPart timeImmediate startFlexible hoursShift workNight shiftRetail Services WIS Corporation
Alameda, CA5 days ago$35 - $38 per hour
Base pay range $35.00/hr - $38.00/hr Direct message the job poster from Hydrogen Group Job title and details Principal Life Sciences Recruiter- Specializing in Clinical and Biometrics Office Coordinator Location: Metagenomi Reports to: Senior Facilities Support Supervisor...Full timeWork at office$15 - $18 per hour
Best Buy Cashiers and Customer Service Associates assist customers with purchases, returns, exchanges, and general product questions while providing a friendly in-store experience. Responsibilities include operating the register, handling cash and card transactions, assisting...Hourly payBest Buy
Alameda, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer Success Specialist. Be the first to apply!
Related searches
- customer service specialist Alameda, CA
- bilingual customer service representative spanish english Alameda, CA
- financial customer service representative Alameda, CA
- customer success specialist Alameda, CA
- service delivery representative Alameda, CA
- customer associate Alameda, CA
- logistics customer service representative Alameda, CA
- customer relations specialist Alameda, CA
- airline customer service agent Alameda, CA
- customer relations associate Alameda, CA